Concurrent Investment Advisors, LLC - Portfolio Stock Holdings
Concurrent Investment Advisors, LLC disclosed 2111 stock positions in a recent SEC 13F filing. $11,705,874,306 of stock holdings were filed, with the largest holdings including VOO, AAPL, and NVDA. This filing represented positions held on June 30, 2026, and was filed on July 27, 2026.We estimate the fund has a total AUM of $15,727,990,844 and has 187 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
2111Est. Stock Holding Value:
$11,705,874,306Top Stock Holdings By Sector
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Portfolio Stock Holdings - Concurrent Investment Advisors, LLC
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Portfolio Options Holdings - Concurrent Investment Advisors, LLC
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